Harmony Smith
Investment adviser representative at Advisors Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Advisors Capital Management, LLCJun 2026 to now
- Springbrook Wealth AdvisorsSep 2023 to Jun 2026
- Ameriprise Financial Services, LLCFeb 2023 to Jun 2026
- Fp Solutions Ri, LLCFeb 2023 to Sep 2023
- Bank of America, N.A.May 2020 to Feb 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Feb 2023
- Baird Private Wealth ManagementMay 2019 to Feb 2020
- Linden Thomas & CompanyAug 2018 to May 2019
- Charlotte County Public SchoolsSep 2017 to May 2018
- Farr Law FirmApr 2017 to Sep 2017
- HomemakerOct 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (ID).
Advisors Capital Management, LLC
$12.2BAssets managed
18,140Clients
59Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7007109
- Firm CRD
- 112266